Smallwood Wealth Investment Management’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$210K Sell
2,387
-203
-8% -$17.8K 0.13% 73
2024
Q4
$234K Sell
2,590
-75
-3% -$6.78K 0.16% 69
2024
Q3
$215K Buy
+2,665
New +$215K 0.15% 67